The best-performing YTD fixed income asset classes; The overlooked role of capital securities

If you are unable to see the message below, click here to view online

11 Sep 2024

https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1703216702/Money%20Management/chart-graph-mm_kfrdfp.jpg

The best-performing YTD fixed income asset classes

For advisers considering their clients’ fixed income allocations, VanEck research has detailed which elements of fixed income and credit have performed the best since the start of 2024.

https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1718587712/Money%20Management/yarra-capital_1700x960_oyt8wu.jpg

Funds management

The overlooked role of capital securities

There is a role for advisers to include capital securities in portfolios to provide diversification within clients’ fixed income allocations, according to fund manager Wellington Management.

https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1718086805/Money%20Management/growth-blocks-mm_arvq9e.jpg

Funds management

iShares fixed income ETFs hit US$1tn milestone

BlackRock’s iShares fixed income ETFs have reached US$1 trillion in assets under management across the globe, a year after the global bond ETF industry hit US$2 trillion.

https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1726014169/Money%20Management/christmas-gifts-mm_rt6ds2.jpg

Funds management

Could it be a very merry rate cut?

Australia could see a rate cut by Christmas, according to AMP’s Shane Oliver, if consumer price index inflation falls faster than expected.

© 2024 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email newsletter@newslettercollector.com. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.